Client Access Video Library
Manage Your Accounts Securely - Anytime, Anywhere
Explore brief tutorials designed to help you access account information, manage documents, update preferences, and use important Client Access features.
Getting Started With Client Access
Establish and Personalize Your Online Account
Learn how to enroll in Client Access and customize your account experience.
Security & Account Preferences
Strengthen Security and Manage Your Preferences
Learn how to activate enhanced authentication, receive secure passcodes, and select paperless delivery.
Understanding Your Accounts
Organize and Review the Information That Matters to You
Learn how to connect external accounts and customize the way your portfolio holdings are displayed.
Managing Your Financial Documents
Find, Store, and Share Documents Securely
Learn how to locate account documents and securely exchange information through the Client Access Vault.
Depositing Checks From Your Mobile Device
Make Check Deposits without Visiting our Office
Learn how to use the Client Access mobile app to deposit checks with your smartphone or tablet.
Need Help With Client Access?
We’re Here to Help You Get Connected
Contact our office if you need assistance accessing your account or identifying the appropriate Client Access tutorial.
Tel: 541-201-8988